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SoFi's stock rockets as earnings blow past expectations on surging loan volumes
Market Watch· 2024-01-29 20:16
公司业绩 - 公司第四季度净收入为4800万美元,每股盈利2美分,而去年同期亏损4000万美元,每股亏损5美分[2] - SoFi报告的调整前息税折旧及摊销前利润(EBITDA)为1.81亿美元,较去年同期的7000万美元增长[3] - 总净收入为6.15亿美元,较去年同期增长35%[4] 贷款发放情况 - 个人贷款的发放量第四季度增长了31%[6] - 学生贷款和房屋贷款的发放量分别增长了95%和193%[6] 股价表现 - 股价在盘前交易中上涨了11%[7] 预测展望 - 公司预计第一季度调整后净收入为5.5亿至5.6亿美元,调整后EBITDA为1.1亿至1.2亿美元[5] - 管理层预计公司将继续在第一季度实现盈利,预计按照美国通用会计准则(GAAP)净收入为1千万至2千万美元,FactSet的共识预期为800万美元[8] - 公司预计全年每股盈利为7至8美分,而分析师此前预计为5美分[9]
Ryanair narrows profit guidance following clash with travel agents, says Boeing delays will hit growth
Market Watch· 2024-01-29 20:14
Ryanair on Monday lowered its full-year profit guidance, as it said higher fuel and staffing costs, and a decision by online travel agents to stop listing its flights, had hit profits in the final three months of 2023.The Irish airline also told investors that delays of Boeing aircraft deliveries are set to impact its growth over the coming year. The low-cost airline RYA, -0.88% RYAAY, +0.09% said the decision by “pirate” travel agents — including Kiwi, and Booking Holdings BKNG, +0.47% owned websites Kayak ...
3M says earplug litigation settlement on track to exceed 98% participation threshold it agreed to
Market Watch· 2024-01-29 19:44
文章核心观点 - 3M公司就向军方出售潜在有缺陷耳塞的诉讼和解,预计到3月25日最终登记日期参与率超98%,将以现金支付10亿美元 [1] 诉讼和解情况 - 公司称诉讼和解到3月25日最终登记日期有望超98%参与率门槛 [1] - 超25万符合条件索赔人支持和解并放弃索赔,未达参与或诉讼要求索赔正被驳回,预计到最终登记日期解决超99%诉讼索赔 [1] 赔偿支付方式 - 公司选择以现金支付60亿美元赔偿中的10亿美元而非股票,达到98%参与率门槛后可做此选择 [1] 诉讼背景 - 原告律师8月声明称,诉讼指数万人使用3M耳塞后出现听力损失和耳鸣 [1] 股价表现 - 股票盘前微涨,过去12个月下跌17%,同期标普500指数上涨20% [1]
The busiest and most crucial week for fourth-quarter earnings is here. These five companies will do the heavy lifting.
Market Watch· 2024-01-28 23:01
The heaviest stretch of the fourth-quarter earnings storm hits this week, with 106 companies set to report results. But results from only five — all part of the gang of tech behemoths known as the Magnificent Seven — will play an oversized role in steering collective corporate profit growth into positive territory for the period. The numbers explosion begins on Tuesday, with results from two of those seven, Microsoft Corp. MSFT, -0.23% and Google parent Alphabet Inc. GOOGL, +0.21% GOOG, +0.10%. It continues ...
Alaska Airlines has begun flying Boeing Max 9 jetliners again for the first time Friday
Market Watch· 2024-01-27 23:26
Alaska Airlines ALK, -1.74% has begun flying Boeing 737 Max 9 jetliners again for the first time since they were grounded after a panel blew out of the side of one of the airline’s planes.The airline said in a statement that it has completed its final inspection of their group of the aircraft. They said they resumed flying the Max 9 with a flight from Seattle to San Diego on Friday afternoon.On Wednesday, the Federal Aviation Administration approved the inspection and maintenance process to return the plane ...
Levi is rolling out ‘tech pants' and other new products this year. But will retailers want them?
Market Watch· 2024-01-27 06:39
新款裤子计划 - Levi Strauss & Co.今年计划推出新款裤子,包括轻质牛仔裤、可高腰或低腰穿的女士裤子,以及被称为“科技裤”的男士裤子,具有“湿度控制和360度活动性”[2] - 公司计划扩大Performance Cool裤子的产品线,旨在让穿着者在炎热天气保持凉爽和干燥[2] 市场策略 - Stifel分析师Jim Duffy表示,市场将寻找新策略能否推动加速增长的证据[4] - Duffy认为,随着公司推出更多产品,需要投入更多资金使其运作,如果销售不佳,就需要更多管理,存在高折扣的风险[6] 公司业务 - 公司的直销业务在第四季度增长了11%,占总销售的42%[11] - Levi的运营利润率在第四季度有所提高,宣布每股派息12美分,将于2月23日支付[12] - Levi的批发业务销售下降了2%,美国和亚洲的表现好于欧洲[13] 公司成本 - Levi计划在今年上半年裁员全球公司员工的10%至15%,旨在节省1亿美元成本[8] 零售链情况 - 零售商在过去两年努力清理库房中的不需要的服装,并在此过程中降价,Gass试图对零售链的情绪进行积极解读[14] - Gass表示,作为一家公司,我们以强劲的姿态结束了这一年,美国批发业务表现令人鼓舞,但我们对这一渠道的胜利并不乐观[15]
What Biden's decision to pause new U.S. LNG exports means for the energy market
Market Watch· 2024-01-27 05:39
文章核心观点 - 拜登政府暂停液化天然气(LNG)出口审批引发政治反弹和市场不确定性,但美国不太可能失去全球最大LNG出口国地位 [1] 政策决策 - 美国将推迟对非自由贸易协定国家的新LNG出口决策,以便能源部更新LNG出口授权的基础分析 [2] - 现有分析约有五年历史,未充分考虑美国消费者和制造商的潜在成本增加以及温室气体排放影响等因素 [3] 行业发展 - 美国在不到十年内成为全球最大LNG出口国,2022年上半年凭借出口产能增加、国际天然气和LNG价格上涨以及全球需求增长达成这一地位 [8][9] - 美国LNG出口在2016年后大幅增长,2023年11月出口量达3862亿立方英尺,创历史新高,而2016年12月仅为418亿立方英尺 [11][13] - 美国90%的LNG出口到非自由贸易协定国家,暂停发放许可证将有效“停止项目开发” [13] 企业影响 - 拥有运营设施的LNG企业短期内可能不会从该政策中受益,需待对非自由贸易协定国家出口审批暂停的影响明确 [14] - 已获政府批准但未受制裁的美国公司,今年推进项目的可能性略高,但由于LNG开发政治化,承购方可能持谨慎态度 [15] - 尚未获得非自由贸易协定批准且追求增长的美国LNG公司可能面临下行压力 [16] - LNG项目建设约需4年,当前项目审批延迟需数年才会在市场上显现影响,但美国的决定可能在四年后带来更严格监管,限制新产能 [17][18] - 为LNG液化项目供应设备的公司,如贝克休斯公司和查特工业公司,审批放缓将影响订单增长 [19][20] 气候与政治 - 白宫表示该决策短期内不影响美国向盟友供应LNG,同时承认环境问题,称气候危机是生存危机,需积极应对 [21][22] - 有观点认为美国LNG出口可减少全球碳排放、提高能源安全,但西弗吉尼亚州民主党参议员乔·曼钦要求政府公布额外LNG出口产能损害美国人的证据,否则将尽力结束暂停 [25][27] 市场影响 - 美国延迟新LNG出口许可证决策可能不会影响国内天然气供应和价格,但LNG出口产能对国内价格、消费和供应的影响仍不确定 [29][30] - LNG价格和新出口终端建设速度决定出口量,较高的LNG出口会推动美国天然气价格上涨,反之则压低价格 [31] - 美国可能保持全球最大LNG出口国地位,目前美国日均出口近120亿立方英尺,卡塔尔日均出口103亿立方英尺,预计2028年卡塔尔日均出口将达200亿立方英尺,但到2027年底北美LNG出口产能可能从约114亿立方英尺/日增至243亿立方英尺/日 [33][34][36]
Peacock's NFL game led almost 3 million people to subscribe. Here's how long it needs them to stick around.
Market Watch· 2024-01-27 04:53
The recent NFL playoff game that was only shown on Peacock for most of the country had many football fans up in arms over the league’s perceived greed. But the move may work out well for Peacock.During the weekend of that Chiefs-Dolphins game, Peacock saw a 2.8 million jump in new subscribers, according to subscription market intelligence company Antenna. It was the biggest new subscriber event for any streaming service over the past three years, according to Antenna, outperforming Super Bowls and FIFA Worl ...
Microsoft Teams suffers outage, sparking user frustration
Market Watch· 2024-01-27 03:43
Microsoft Corp.’s Teams suffered an outage Friday, prompting users to take to social media to voice their frustration at the business-communications platform.“User reports indicate problems at Microsoft Teams,” the Down Detector website, which monitors online outages, posted on Friday. Down Detector showed an outage that spiked at around 11 a.m. Eastern time.“We’ve identified a networking issue impacting a portion of the Teams service and we’re performing a failover to remediate impact,” Microsoft 365’s off ...
AMC shares set to snap four-day losing streak after hitting record-low close
Market Watch· 2024-01-27 02:51
AMC股价表现 - AMC股价连续四天上涨,但仍处于历史低位[1] - 公司股价曾在疯狂的“迷因股票”热潮中创下历史最高收盘价[3] - AMC股价在过去52周内下跌了91.4%,远远落后于标普500指数的涨幅[6]